I’ve started using Workflows and wonder if there’s a way for the completed workflow task to also automatically change the Stage in the Matter.
If not, can SB work on that?
Solved
Workflows and Stages
- Contributor
- 2 replies
Best answer by Sara Sultan
Hello Joan,
Smokeball is currently investigating possibly tying workflows and matter stages together. I am unsure if we are looking to have a change in stage trigger a workflow or a completed task in a workflow moving to the next stage. Please put in a feature suggestion here to let us know how you imagine it would be most beneficial to your firm.
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+1- Smokeball Team
- 571 replies
- Answer
Hello Joan,
Smokeball is currently investigating possibly tying workflows and matter stages together. I am unsure if we are looking to have a change in stage trigger a workflow or a completed task in a workflow moving to the next stage. Please put in a feature suggestion here to let us know how you imagine it would be most beneficial to your firm.
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